Position in DVN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$495
-$108 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,431
of 1,446 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $53,765 across 8 Oil & Gas E&P names. DVN ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVV |
Ovintiv Inc.
|
400 | $21,060 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
400 | $19,428 | |
| 3 | COP |
Conocophillips
|
61 | $6,340 | |
| 4 | EOG |
Eog Resources Inc
|
39 | $5,058 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
34 | $656 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
14 | $553 | |
| 7 | DVN |
Devon Energy Corp/De
This page
|
12 | $495 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
1 | $175 |
All Filings in DVN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495 | 12 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $603 | 12 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||